汇丰研究发表报告指，认为龙源电力(00916.HK) 的盈利短期将面临电网限电和电价下调的挑战，尤其是对于大型可再生能源基地项目，但随着输电网络及本地需求的增长，这些问题应该会逐渐解决，重申“买入”评级，H股目标价由8.3元升至8.7元。
该行认为，离岸风电场的回报前景明朗，内地正开放可再生能源市场，包括离岸风电。而在先前招标中已确认电价的项目，无论建设进度如何，都可保留其现有的电价机制；集团目前正营运2.6吉瓦的离岸风电项目，并有4吉瓦正在建设中。另外，集团指国家“十五五”规划正进行中，行业重点或由产能转为质量，例如营运及回报。考虑到电价的下行风险，以及成本和利用率，集团未来投资倾向风能多于太阳能；目前新项目的内部收益率(IRR)保持在7%。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-27 16:25。)
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